Connect Square to Hoopla for sales data sync

Square Integration Guide

Overview

The Square integration allows Hoopla customers to seamlessly pull sales data from Square POS into Hoopla. This data can be used for leaderboards, challenges, and performance tracking. Admin users can authenticate, manage users, and map key sales metrics to be displayed in Hoopla.

Setting Up the Integration

Accessing the Square Integration

1. Log in to Hoopla as an Admin.

2. Navigate to Configuration > Integrations:Hoopla Integrations.

3. In the list of available integrations, select Square.

4. Click Authenticate with Square to start the authorization process.

Authenticating with Square

1. A pop-up window will prompt you to log in to your Square account.

2. Enter your Square credentials and grant Hoopla permission to access your Square data.

3. Once authentication is successful, you will be redirected back to Hoopla, and the integration status will update accordingly.

Managing Users from Square

Mapping Users

Admins can link Square users to Hoopla, ensuring sales and performance data are correctly assigned.

1. Navigate to Mapping Users & Locations:Square User Mapping.

2. Click “Mapping Users”.

3. Press “Select a Location” and choose the Square locations to sync with Hoopla.

4. Once a location is mapped, all corresponding Square users will be imported into Hoopla.

5. You can find all mapped users inUser Management, with Identity Provider set to Square.

6. Assign users their corresponding roles in Hoopla (e.g., Players, Admins, Team Admins).

Handling Inactive Users

• If a user is marked INACTIVE in Square, they will be automatically removed from Hoopla.

• Admins must ensure they have enough available seats before mapping users.

Metric Mapping & Sales Data Sync

Once Square locations are added, data from each location can be retrieved and mapped into Hoopla Metrics.

1. Go toSquare Integration Settings.

2. Click on “Mapping Metrics” to define Square data that will be tracked in Hoopla.

Step 1: Define Square Data

1. Enter a Title for the metric.

2. Select a Location from Square.

3. Map Square data into Hoopla metrics.

Step 2: Available Metrics

Admins can track key sales metrics within Hoopla:

• Operations:

Sum of

Average

• Objects:

Sales: Amount of invoice total (post-discount, before tax and tips).

Number of Orders: Total count of orders placed at the location.

• Filtering Options:

Time Range: Yesterday, Today, This Week, Last Week, This Month, Last Month, etc.

Entity: Employee, Team/Location.

Filter by Items & Discounts (e.g., only track a specific product or discount).

• Creating New Metrics:

Number-based Metrics

Currency-based Metrics

Percentage-based Metrics

Time-based Metrics

Setting Up Sync Intervals

Admins can choose how often Hoopla syncs with Square to fetch new sales data.

Sync Frequency Options: Every 5 to 30 minutes.

This screenshot shows the integration's Settings panel; the sync-interval controls are not shown.

Using Square Data in Hoopla

Leaderboards & Challenges

Square sales data can be used for gamification features in Hoopla, such as:

• Top Salesperson Leaderboard

• Sales Challenges (e.g., “First to Sell 10 Units Wins”)

• Real-time Performance Alerts & Newsflashes

Re-authenticating Square Integration

If the integration loses connection, an error notification will appear.

To manually re-authenticate:

1. Go to Configure > Integrations > Square.

2. Click “Reauthenticate”:Error Status.

Need Help?

For further assistance, please contact Displai Support or visit our Help Center.

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